44119 3.00

This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relat-ing to the central financial tactics of wealth building, capital preservation, and es-tate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. De-signed to improve the quality of services to clients and the profitability of en-gagements, this program projects the accountant into the world of financial planning.

Additional Course Details

  • Author: Danny Santucci
  • Publisher: Ultimate CPE Editorial Staff
  • Interactive: Yes
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